SWA
SOA Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
785
-244
| -24% | -$98.9K | 0.06% | 157 |
|
|
2025
Q1 | $512K | Hold |
1,029
| – | – | 0.11% | 111 |
|
|
2024
Q4 | $535K | Sell |
1,029
-5
| -0.5% | -$2.6K | 0.1% | 111 |
|
|
2024
Q3 | $640K | Buy |
1,034
+9
| +0.9% | +$5.57K | 0.12% | 96 |
|
|
2024
Q2 | $567K | Buy |
1,025
+43
| +4% | +$23.8K | 0.11% | 101 |
|
|
2024
Q1 | $571K | Buy |
982
+127
| +15% | +$73.8K | 0.12% | 93 |
|
|
2023
Q4 | $454K | Sell |
855
-149
| -15% | -$79.1K | 0.1% | 106 |
|
|
2023
Q3 | $508K | Sell |
1,004
-10
| -1% | -$5.06K | 0.13% | 91 |
|
|
2023
Q2 | $529K | Buy |
1,014
+86
| +9% | +$44.9K | 0.12% | 94 |
|
|
2023
Q1 | $535K | Sell |
928
-7
| -0.7% | -$4.03K | 0.13% | 89 |
|
|
2022
Q4 | $515K | Buy |
935
+44
| +5% | +$24.2K | 0.14% | 87 |
|
|
2022
Q3 | $452K | Buy |
891
+49
| +6% | +$24.9K | 0.14% | 86 |
|
|
2022
Q2 | $457K | Buy |
842
+7
| +0.8% | +$3.8K | 0.13% | 88 |
|
|
2022
Q1 | $493K | Hold |
835
| – | – | 0.12% | 100 |
|
|
2021
Q4 | $555K | Hold |
835
| – | – | 0.13% | 91 |
|
|
2021
Q3 | $477K | Buy |
835
+332
| +66% | +$190K | 0.12% | 103 |
|
|
2021
Q2 | $253K | Sell |
503
-279
| -36% | -$140K | 0.07% | 136 |
|
|
2021
Q1 | $357K | Hold |
782
| – | – | 0.1% | 115 |
|
|
2020
Q4 | $379K | Buy |
+782
| New | +$379K | 0.1% | 103 |
|